January 18, 2024 - Investor Advisory Panel - Agenda

Meeting Date:Thursday, January 18, 2024
Meeting Time:9:30 am – 2:00 pm
Location:By video Conference – MS Teams
Members:Ilana Singer (Chair), Brigitte Catellier, Supriya Kapoor, Parham Nasseri, Jim Sinclair, Ian Tam, Leslie Wood
Invitees:

Tyler Fleming – Director, Investor Office, OSC

Paola Cifelli – Manager, Policy and Initiatives, Investor Office, OSC

Lauren Heuser – IAP Consultant

Sarah Bradley – Ombudsman and CEO, Ombudsman for Banking Services and Investments (OBSI)

Mark Wright - Director of Communications & Stakeholder Relations, OBSI

Angelo Evangelou – Chief Policy Officer, Chicago Board Options Exchange, (CBOE)

 

TIME

AGENDA ITEMS

PRESENTER /DISCUSSION LEAD

9:30 – 9:45

1. Chair’s Report

Ilana Singer

9:45 – 10:00

2. OSC Update

Tyler Fleming

10:00 – 10:50

3. Discussion with OBSI

Sarah Bradley and Mark Wright

10:50 – 11:00

4. BREAK 

11:00 – 11:50

5. 2023 IAP Annual Report

All Members

11:50 – 12:10

6. LUNCH

 

12:10– 1:00

7. Post-OBSI meeting debrief and Comment Letter: Registered Firm Requirements Pertaining to an Independent Dispute Resolution Service.

All Members

1:00 – 1:30

8. Discussion with CBOE

Angelo Evangelou

1:30 – 2:00

9. Other Business 

 

CONFIRMED 2024 IAP MEETING DATES: (Hybrid)
Thursday, January 18, 2024
Thursday, February 29, 2024
Friday, March 22, 2024
Thursday, April 11, 2024
Thursday, June 20, 2024
 		Thursday, July 18, 2024 
Thursday, September 12, 2024 
Thursday, November 7, 2024 
Monday, December 9, 2024